OneDrive + Quotient
Create folders in OneDrive for every new accepted quote in Quotient
Stay organized and save time with this automation. When a quote is accepted in Quotient, a corresponding folder is instantly created in OneDrive. This workflow makes it easy for you to store related documents in one place, bringing efficiency to your document management process.
Stay organized and save time with this automation. When a quote is accepted in Quotient, a corresponding folder is instantly created in OneDrive. This workflow makes it easy for you to store related documents in one place, bringing efficiency to your document management process.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Completed
Triggers when a Quote is Completed.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
